DeeAnne
Level 2
03-03-2021
05:55 PM
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itonewbie
Level 15
03-04-2021
07:56 PM
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No, data conversion only works with current year tax returns. You can convert a 2019 return from TurboTax into a PTO return for 2020 only but not 2019.
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Still an AllStar
Still an AllStar
itonewbie
Level 15
03-04-2021
07:58 PM
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If all you want to do is to produce a 2-year comparison based strictly on what is shown on your client's return as prepared, you can check to make sure the prior year amounts in Other > Prior Year Summary are correct and edit as necessary.
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Still an AllStar
Still an AllStar
DeeAnne
Level 2
03-05-2021
08:28 AM
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Thank you!